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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $443,036 | $167,362+164.7% | $143,799+208.1% | $134,532+229.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.27% | 0.47%-5.7pp | -0.04%-5.2pp | 418.27%-423.5pp |
| Employer contribution / active EE | $17,151 | $5,620+205.1% | $4,952+246.3% | $4,741+261.7% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,941 | $18,094-83.7% | $14,677-80.0% | $11,429-74.3% |